Paraplanner (fully remote) London area
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. Conducting research based on meeting clients financial needs and objectives
Understanding investment portfolio analysis
Compiling investment/pension/protection illustrations and documentation
Supporting with ad hoc projects and tasks where required
Using research tools / systems to complete detailed analysis
Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
The ability to interpret complex planning into clear and concise reports
Excellent Word and Excel skills